Doug Wegman, Cfp®

Doug Wegman, Cfp® Email and Phone Number

Executive Planning Consultant @ Fidelity Investments
Chapel Hill, NC, US
Doug Wegman, Cfp®'s Location
Raleigh-Durham-Chapel Hill Area, United States
Doug Wegman, Cfp®'s Contact Details

Doug Wegman, Cfp® personal email

n/a
About Doug Wegman, Cfp®

I am a CERTIFIED FINANCIAL PLANNER™ practitioner with a desire to make a difference in people’s lives by helping them work toward their goals and dreams through financial planning. This is for three reasons: a love for helping others that’s driven by my personal faith; a heart of a teacher for empowering others to reach their goals; and a perpetual desire to learn more about financial markets and their intricacies. I am passionate about having meaningful work and meaningful relationships and shine when given an opportunity to teach and mentor others.

Doug Wegman, Cfp®'s Current Company Details
Fidelity Investments

Fidelity Investments

View
Executive Planning Consultant
Chapel Hill, NC, US
Website:
fidelity.com
Employees:
83148
Doug Wegman, Cfp® Work Experience Details
  • Fidelity Investments
    Executive Planning Consultant
    Fidelity Investments
    Chapel Hill, Nc, Us
    View
  • Fidelity Investments
    Benefits & Planning Consultant | Executive Services
    Fidelity Investments Sep 2022 - Present
    Durham, North Carolina, United States
    View
  • Fidelity Investments
    Non Qualified Plan Services Lead | Workplace Investing
    Fidelity Investments Apr 2021 - Sep 2022
    Durham, Nc, United States
    View
  • Fidelity Investments
    Defined Contributions Representative | Workplace Investing
    Fidelity Investments Dec 2020 - Mar 2021
    Durham, Nc, United States
    View
  • Various Contract Research Organizations
    Senior Financial Analyst | Project & Business Unit Finance
    Various Contract Research Organizations Apr 2016 - Nov 2020
  • U.S. House Of Representatives
    Congressional Staffer
    U.S. House Of Representatives Apr 2013 - Mar 2016
    View

Doug Wegman, Cfp® Skills

Microsoft Excel Financial Analysis Financial Forecasting Financial Reporting Revenue Recognition Revenue Analysis User Acceptance Testing Budgeting Salesforce Deltek Pm Compass Cobra Deltek Ipm Sql Salesforce.com Clinical Trials Tableau Fundraising Event Planning Visual Basic For Applications

Doug Wegman, Cfp® Education Details

Frequently Asked Questions about Doug Wegman, Cfp®

What company does Doug Wegman, Cfp® work for?

Doug Wegman, Cfp® works for Fidelity Investments

What is Doug Wegman, Cfp®'s role at the current company?

Doug Wegman, Cfp®'s current role is Executive Planning Consultant.

What is Doug Wegman, Cfp®'s email address?

Doug Wegman, Cfp®'s email address is do****@****xel.com

What schools did Doug Wegman, Cfp® attend?

Doug Wegman, Cfp® attended North Carolina State University.

What are some of Doug Wegman, Cfp®'s interests?

Doug Wegman, Cfp® has interest in Environmental Sustainability, Outdoor Equipment, Health, Children, Backpacking, Political Science, Snowboarding, Education, Finance, Science And Technology.

What skills is Doug Wegman, Cfp® known for?

Doug Wegman, Cfp® has skills like Microsoft Excel, Financial Analysis, Financial Forecasting, Financial Reporting, Revenue Recognition, Revenue Analysis, User Acceptance Testing, Budgeting, Salesforce, Deltek, Pm Compass, Cobra.

Who are Doug Wegman, Cfp®'s colleagues?

Doug Wegman, Cfp®'s colleagues are Gnaneswar Reddy, Karrie Young, Whitley Clemente, Tracy Murnahan, Rammohan Badrinath Palladam Sudhinder, Brenda Knudsen, Narasimhamurthy Sridhar.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.